Roles
|
- Click on Analytics in the top menu
- Choose Design Analytics
Getting to Analytics
|
Creating a New Report
Choose Create then Analysis. (For detailed instructions, refer to Creating a New |
Select a Subject Area |
A list of subject areas can be found here: Alma Analytics Subject Areas - Ex Libris Knowledge Center. For a list of other training resources, refer to the Training Resources wiki page and The Basics of Working with Analytics from Ex Libris. |
Using a Saved Report of Your Own
Choose Catalog |
Choose My Folders |
Navigate to your saved report |
Recent reports can be found in the Open menu |
Using Shared Reports
Get started | Choose Catalog |
Choose Shared Folders |
Reports from Your Institution | Navigate to your institution's folder This folder is for reports shared by and for staff at your institution only |
Navigate to the report you need |
Reports from AlmaMore information on Out-of-the-Box Reports | Navigate to the Alma folder This folder is for Out-of-the-Box reports designed by Ex Libris for all users |
Navigate to the report you need |
Reports from the CommunityMore information on how to use, share, and name reports in the Community folder | Navigate to the Community folder This folder is for reports designed by Ex Libris users to share with others |
For reports shared by the California State University, navigate to Institutions, then the Calstate folder |
To find helpful reports shared by other institutions, your best bet is to use the search feature Search can be used anywhere in the Catalog just by clicking the |
magnifying glass icon To return to browsing folders, click the folders icon next to the |
magnifying glass icon (Show/Hide folders pane) |
When you find the report you need in one of the Shared Folders | If you do not need to make any changes, you can open the report directly using the |
Open link under the report title. (If you see the error message "Copy Link requires Adobe Flash Player," refresh the browser page and the report will usually open.) | |
If you need to change anything in the report, you need to copy it to My Folders 1-a. Click the More menu under the report title and choose Copy |
OR | |
1-b. Highlight the report and click the Copy icon at the top of the screen | |
2. Click on My Folders and navigate to the folder where you want to save it |
3. Click the Paste button |
at the top of the screen | |
4. Using the copy in My Folders, edit the report in your own folders any way you like. Be sure to save your copy frequently! |